Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MORGAN STANLEY | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
ROYAL BANK OF CANADA | 21 | 9 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 30 |
BANK OF AMERICA CORP /DE/ | 30 | 30 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2023 | 30 |
Cambridge Investment Research Advisors, Inc. | 29 | 29 | 0.00% | 0.03% | 0.09% | Q3 2016 | Q3 2023 | 29 |
Sequoia Financial Advisors, LLC | 29 | 29 | 0.13% | 0.45% | 0.94% | Q3 2016 | Q3 2023 | 29 |
LPL Financial LLC | 24 | 5 | 0.00% | 0.04% | 0.09% | Q1 2016 | Q3 2023 | 29 |
UBS Group AG | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
JANE STREET GROUP, LLC | 13 | 1 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 29 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.15% | 0.46% | Q1 2016 | Q3 2023 | 28 |
Citadel Advisors | 8 | 1 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q3 2023 | 26 |
1834 INVESTMENT ADVISORS CO | 24 | 24 | 0.00% | 0.08% | 0.15% | Q3 2016 | Q2 2022 | 24 |
RFG Advisory, LLC | 24 | 24 | 0.15% | 2.66% | 5.92% | Q4 2017 | Q3 2023 | 24 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 3 | 0.01% | 0.02% | 0.06% | Q1 2016 | Q3 2023 | 24 |
Creative Planning | 15 | 9 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 24 |
StrategIQ Financial Group, LLC | 24 | 24 | 0.16% | 1.21% | 2.42% | Q4 2017 | Q3 2023 | 24 |
CITIGROUP INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 23 |
RAYMOND JAMES & ASSOCIATES | 20 | 3 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 23 |
WealthPLAN Partners, LLC | 18 | 1 | 0.24% | 0.55% | 1.10% | Q4 2017 | Q4 2023 | 22 |
WELLS FARGO & COMPANY/MN | 21 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 22 |
Patriot Financial Group Insurance Agency, LLC | 21 | 21 | 0.04% | 0.48% | 1.09% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 7 | 0.00% | 0.01% | 0.06% | Q2 2018 | Q3 2023 | 21 |
SNS Financial Group, LLC | 20 | 20 | 0.06% | 0.14% | 0.39% | Q4 2018 | Q3 2023 | 20 |
Vista Private Wealth Partners. LLC | 18 | 2 | 0.09% | 1.02% | 2.41% | Q4 2017 | Q4 2022 | 20 |
Darwin Wealth Management, LLC | 16 | 4 | 0.06% | 0.69% | 2.94% | Q4 2017 | Q4 2022 | 20 |
Raymond James Financial Services Advisors, Inc. | 20 | 20 | 0.00% | 0.07% | 0.29% | Q4 2018 | Q3 2023 | 20 |
FMR LLC | 18 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
BLAIR WILLIAM & CO/IL | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Atria Investments, Inc | 13 | 1 | 0.02% | 0.24% | 0.48% | Q1 2016 | Q3 2023 | 19 |
Realta Investment Advisors | 19 | 19 | 0.04% | 0.21% | 0.75% | Q1 2019 | Q3 2023 | 19 |
3D ASSET MANAGEMENT, INC | 19 | 19 | 8.54% | 9.42% | 10.61% | Q1 2016 | Q3 2020 | 19 |
AE Wealth Management LLC | 18 | 1 | 0.01% | 0.25% | 0.53% | Q3 2018 | Q3 2023 | 19 |
Private Advisor Group, LLC | 15 | 1 | 0.01% | 0.10% | 0.28% | Q4 2016 | Q3 2023 | 19 |
Cetera Advisors LLC | 18 | 18 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 18 |
AVANTAX ADVISORY SERVICES, INC. | 18 | 18 | 0.01% | 0.08% | 0.19% | Q2 2019 | Q3 2023 | 18 |
Winch Advisory Services, LLC | 18 | 18 | 0.05% | 0.19% | 0.39% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.15% | 0.20% | 0.31% | Q1 2019 | Q3 2023 | 18 |
MML INVESTORS SERVICES, LLC | 17 | 17 | 0.01% | 0.02% | 0.05% | Q3 2019 | Q3 2023 | 17 |
Carroll Financial Associates, Inc. | 17 | 17 | 0.00% | 0.26% | 0.57% | Q4 2017 | Q4 2021 | 17 |
Lee Financial Group Hawaii, Inc. | 17 | 17 | 0.17% | 6.90% | 15.76% | Q1 2018 | Q1 2022 | 17 |
Alliance Wealth Management Group | 12 | 1 | 0.06% | 0.19% | 1.26% | Q4 2016 | Q4 2021 | 17 |
Equitable Holdings, Inc. | 16 | 16 | 0.28% | 0.41% | 0.84% | Q4 2019 | Q3 2023 | 16 |
COMMONWEALTH EQUITY SERVICES, LLC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 16 |
AJ WEALTH STRATEGIES, LLC | 16 | 16 | 0.03% | 0.95% | 4.42% | Q3 2019 | Q2 2023 | 16 |
Blue Zone Wealth Advisors, LLC | 16 | 16 | 0.14% | 1.35% | 6.16% | Q4 2019 | Q3 2023 | 16 |
Aveo Capital Partners, LLC | 16 | 16 | 0.05% | 0.70% | 1.90% | Q4 2018 | Q3 2022 | 16 |
Savior LLC | 16 | 16 | 0.00% | 0.05% | 0.38% | Q4 2019 | Q3 2023 | 16 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 16 | 16 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q4 2019 | 16 |
Brinker Capital Investments, LLC | 16 | 16 | 0.01% | 0.11% | 0.22% | Q4 2017 | Q3 2021 | 16 |
IHT Wealth Management, LLC | 14 | 2 | 0.02% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 16 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 15 | 15 | 1.34% | 4.10% | 7.84% | Q2 2019 | Q4 2022 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q4 2019 | 15 |
CX Institutional | 14 | 1 | 0.00% | 0.07% | 0.13% | Q2 2018 | Q2 2022 | 15 |
BEACON FINANCIAL GROUP | 15 | 15 | 0.09% | 0.12% | 0.16% | Q4 2019 | Q2 2023 | 15 |
CVA Family Office, LLC | 15 | 15 | 0.01% | 0.05% | 0.11% | Q1 2020 | Q3 2023 | 15 |
ASHFORD CAPITAL MANAGEMENT INC | 15 | 15 | 0.27% | 2.20% | 3.93% | Q1 2018 | Q3 2021 | 15 |
Savant Capital, LLC | 15 | 15 | 0.15% | 0.70% | 1.95% | Q1 2020 | Q3 2023 | 15 |
Clearwater Capital Advisors, LLC | 15 | 15 | 0.52% | 1.50% | 2.99% | Q1 2019 | Q3 2022 | 15 |
McNamara Financial Services, Inc. | 15 | 15 | 0.08% | 0.10% | 0.12% | Q1 2020 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.00% | 0.12% | 0.25% | Q4 2019 | Q3 2023 | 15 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 15 | 15 | 0.06% | 0.18% | 0.36% | Q1 2020 | Q3 2023 | 15 |
Trilogy Capital Inc. | 15 | 15 | 0.13% | 1.32% | 3.83% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Prestige Wealth Management Group LLC | 15 | 15 | 5.31% | 8.29% | 14.85% | Q1 2020 | Q3 2023 | 15 |
Stratos Wealth Partners, LTD. | 11 | 1 | 0.00% | 0.15% | 0.35% | Q4 2017 | Q2 2022 | 14 |
Pinnacle Bancorp, Inc. | 14 | 14 | 0.03% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 14 |
55I, LLC | 14 | 14 | 0.01% | 0.09% | 0.32% | Q4 2018 | Q1 2022 | 14 |
Miracle Mile Advisors, LLC | 14 | 14 | 0.08% | 1.83% | 3.17% | Q4 2019 | Q1 2023 | 14 |
Mutual Advisors, LLC | 9 | 5 | 0.05% | 0.09% | 0.14% | Q4 2018 | Q3 2023 | 14 |
Geneos Wealth Management Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Dynamic Advisor Solutions LLC | 14 | 14 | 0.02% | 0.05% | 0.07% | Q4 2019 | Q1 2023 | 14 |
BlackRock Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 14 |
TSFG, LLC | 14 | 14 | 0.00% | 0.04% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Financial Planning & Information Services, Inc. | 14 | 14 | 0.12% | 0.65% | 1.26% | Q2 2020 | Q3 2023 | 14 |
NewSquare Capital LLC | 14 | 14 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 14 | 14 | 0.36% | 1.01% | 1.62% | Q4 2019 | Q1 2023 | 14 |
INSPIRION WEALTH ADVISORS, LLC | 14 | 14 | 0.05% | 0.38% | 0.72% | Q3 2019 | Q4 2022 | 14 |
Truvestments Capital LLC | 13 | 1 | 0.01% | 0.13% | 0.37% | Q1 2020 | Q3 2023 | 14 |
FIRST FOUNDATION ADVISORS | 14 | 14 | 0.05% | 0.14% | 0.50% | Q2 2020 | Q3 2023 | 14 |
PFS INVESTMENTS INC. | 13 | 13 | 0.25% | 1.04% | 2.18% | Q1 2019 | Q1 2022 | 13 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 13 | 0.02% | 0.05% | 0.11% | Q3 2020 | Q3 2023 | 13 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 13 |
Perennial Advisors, LLC | 3 | 1 | 0.04% | 0.06% | 0.08% | Q2 2018 | Q3 2023 | 13 |
Wade Financial Advisory, Inc | 13 | 13 | 1.12% | 1.50% | 2.32% | Q4 2019 | Q4 2022 | 13 |
Cetera Advisor Networks LLC | 5 | 4 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 13 |
Financial Advocates Investment Management | 10 | 3 | 0.02% | 0.08% | 0.16% | Q4 2019 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.03% | 0.08% | Q3 2020 | Q3 2023 | 13 |
MOODY NATIONAL BANK TRUST DIVISION | 13 | 13 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2022 | 13 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 13 |
Newfound Research LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2020 | 13 |
Larson Financial Group LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Truadvice, LLC | 13 | 13 | 0.61% | 1.23% | 1.94% | Q3 2020 | Q3 2023 | 13 |
Vectors Research Management, LLC | 13 | 13 | 0.04% | 0.20% | 0.64% | Q4 2019 | Q4 2022 | 13 |
Private Wealth Strategies, L.L.C. | 11 | 1 | 0.06% | 6.75% | 9.36% | Q4 2019 | Q4 2022 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.22% | 0.46% | 0.69% | Q4 2020 | Q3 2023 | 12 |
Centennial Wealth Advisory LLC | 12 | 12 | 0.59% | 0.73% | 1.00% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Horizon Investments, LLC | 7 | 5 | 0.56% | 1.41% | 2.98% | Q1 2019 | Q1 2022 | 12 |
Intrua Financial, LLC | 12 | 12 | 0.13% | 0.41% | 1.07% | Q2 2020 | Q1 2023 | 12 |
HNP Capital LLC | 10 | 2 | 0.05% | 0.18% | 0.56% | Q3 2019 | Q3 2022 | 12 |
FOUNDERS FINANCIAL SECURITIES LLC | 7 | 5 | 0.05% | 0.21% | 0.55% | Q1 2019 | Q1 2022 | 12 |
Towercrest Capital Management | 12 | 12 | 0.04% | 0.06% | 0.13% | Q1 2019 | Q4 2021 | 12 |
Insight Wealth Strategies, LLC | 12 | 12 | 0.04% | 0.11% | 0.18% | Q4 2018 | Q3 2021 | 12 |
3D/L Capital Management, LLC | 12 | 12 | 0.01% | 1.39% | 1.78% | Q4 2020 | Q3 2023 | 12 |
OneDigital Investment Advisors LLC | 12 | 12 | 0.01% | 0.18% | 0.34% | Q4 2018 | Q3 2021 | 12 |
Catalyst Capital Advisors LLC | 8 | 3 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2022 | 11 |
Western Wealth Management, LLC | 8 | 3 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 11 |
LexAurum Advisors, LLC | 10 | 1 | 0.16% | 0.23% | 0.27% | Q1 2019 | Q2 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Regal Investment Advisors LLC | 7 | 1 | 0.12% | 0.32% | 0.42% | Q3 2018 | Q4 2022 | 11 |
Qube Research & Technologies Ltd | 9 | 1 | 0.00% | 0.11% | 0.42% | Q1 2020 | Q1 2023 | 11 |
PARK AVENUE SECURITIES LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 11 |
ROOSEVELT INVESTMENT GROUP LLC | 11 | 11 | 0.03% | 0.18% | 0.24% | Q1 2020 | Q3 2022 | 11 |
CENTAURUS FINANCIAL, INC. | 11 | 11 | 0.02% | 0.14% | 0.40% | Q1 2018 | Q3 2020 | 11 |
GM Advisory Group, LLC | 11 | 11 | 0.02% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Capital Analysts, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
American Portfolios Advisors | 11 | 11 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2022 | 11 |
Leicht Financial Planning & Wealth Management, Inc. | 11 | 11 | 4.41% | 6.81% | 14.96% | Q2 2020 | Q4 2022 | 11 |
Lloyd Advisory Services, LLC. | 10 | 10 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q1 2022 | 10 |
Claraphi Advisory Network, LLC | 10 | 10 | 0.07% | 0.25% | 0.40% | Q4 2017 | Q1 2020 | 10 |
Surevest, LLC | 6 | 4 | 0.01% | 1.39% | 3.50% | Q4 2018 | Q3 2022 | 10 |
Sigma Planning Corp | 10 | 10 | 0.01% | 0.04% | 0.09% | Q1 2020 | Q2 2022 | 10 |
Sowell Financial Services LLC | 10 | 10 | 0.01% | 0.04% | 0.06% | Q3 2019 | Q4 2021 | 10 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.01% | 0.19% | 0.52% | Q3 2020 | Q3 2023 | 10 |
US BANCORP \DE\ | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 10 |
PFG Advisors | 10 | 10 | 0.02% | 0.12% | 0.18% | Q1 2020 | Q2 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Bank of New York Mellon Corp | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 10 |
First Horizon Advisors, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 10 |
NEXT Financial Group, Inc | 10 | 10 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2021 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.07% | 0.63% | Q4 2018 | Q2 2022 | 10 |
IAG Wealth Partners, LLC | 10 | 10 | 0.09% | 0.40% | 0.80% | Q4 2019 | Q1 2022 | 10 |
Parallel Advisors, LLC | 8 | 2 | 0.00% | 0.01% | 0.05% | Q2 2019 | Q4 2022 | 10 |
AdvisorNet Financial, Inc | 10 | 10 | 0.00% | 0.06% | 0.12% | Q2 2018 | Q3 2020 | 10 |
FIRETHORN WEALTH PARTNERS, LLC | 7 | 3 | 0.19% | 0.30% | 0.48% | Q4 2020 | Q2 2023 | 10 |
SimpliFi, Inc. | 5 | 4 | 17.23% | 19.39% | 23.37% | Q1 2020 | Q3 2023 | 9 |
CAPTRUST FINANCIAL ADVISORS | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 9 |
Bridge Advisory, LLC | 9 | 9 | 0.10% | 0.33% | 0.78% | Q4 2020 | Q4 2022 | 9 |
Golden State Equity Partners | 6 | 3 | 0.17% | 1.74% | 4.45% | Q4 2020 | Q3 2023 | 9 |
MUFG Americas Holdings Corp | 7 | 2 | 0.00% | 0.02% | 0.15% | Q2 2020 | Q3 2022 | 9 |
Belpointe Asset Management LLC | 3 | 1 | 0.00% | 0.11% | 0.48% | Q3 2019 | Q1 2023 | 9 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 9 | 9 | 0.04% | 0.10% | 0.15% | Q4 2019 | Q4 2021 | 9 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 9 | 9 | 0.05% | 0.11% | 0.24% | Q1 2020 | Q1 2022 | 9 |
TRUIST FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2021 | 9 |
Allworth Financial LP | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 0.46% | 0.52% | 0.61% | Q3 2021 | Q3 2023 | 9 |
Future Financial Wealth Managment LLC | 9 | 9 | 1.60% | 1.80% | 2.08% | Q4 2020 | Q4 2022 | 9 |
Ameritas Investment Company, LLC | 4 | 2 | 0.00% | 0.08% | 0.23% | Q4 2018 | Q3 2021 | 9 |
New England Investment & Retirement Group, Inc. | 9 | 9 | 0.24% | 1.40% | 2.23% | Q3 2019 | Q3 2021 | 9 |
SlateStone Wealth, LLC | 9 | 9 | 0.05% | 0.52% | 0.92% | Q2 2019 | Q2 2021 | 9 |
Walkner Condon Financial Advisors LLC | 4 | 1 | 0.08% | 0.13% | 0.21% | Q4 2019 | Q3 2023 | 8 |
Betterment LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Opes Advisors Inc | 8 | 8 | 0.50% | 3.39% | 5.44% | Q1 2017 | Q4 2018 | 8 |
Covestor Ltd | 8 | 8 | 0.02% | 0.04% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Meridian Wealth Management, LLC | 6 | 2 | 0.03% | 0.11% | 0.37% | Q1 2020 | Q3 2023 | 8 |
KWB Wealth | 8 | 8 | 2.43% | 2.52% | 2.76% | Q4 2020 | Q3 2022 | 8 |
Institute for Wealth Management, LLC. | 7 | 1 | 0.02% | 0.09% | 0.16% | Q4 2019 | Q3 2023 | 8 |
Capital Investment Advisory Services, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MARIPAU WEALTH MANAGEMENT LLC | 8 | 8 | 0.42% | 0.52% | 0.62% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Newbridge Financial Services Group, Inc. | 8 | 8 | 0.01% | 0.03% | 0.06% | Q2 2021 | Q1 2023 | 8 |
Renaissance Technologies | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 8 |
Frisch Financial Group, Inc. | 8 | 8 | 0.14% | 0.19% | 0.22% | Q1 2019 | Q4 2020 | 8 |
Golden State Wealth Management, LLC | 4 | 4 | 0.00% | 0.47% | 1.24% | Q1 2020 | Q1 2022 | 8 |
Teza Capital Management LLC | 8 | 8 | 0.04% | 0.09% | 0.15% | Q2 2020 | Q1 2022 | 8 |
ACG Wealth | 7 | 1 | 0.00% | 0.09% | 0.13% | Q3 2018 | Q2 2022 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.25% | 0.47% | 0.65% | Q1 2021 | Q3 2023 | 8 |
Fortitude Advisory Group L.L.C. | 8 | 8 | 0.14% | 0.25% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Huber Financial Advisors, LLC | 7 | 7 | 0.31% | 1.31% | 2.14% | Q3 2018 | Q1 2020 | 7 |
Simplicity Solutions, LLC | 6 | 1 | 0.03% | 0.36% | 0.57% | Q4 2018 | Q4 2020 | 7 |
My Legacy Advisors, LLC | 7 | 7 | 0.42% | 1.06% | 1.23% | Q1 2022 | Q3 2023 | 7 |
WealthShield Partners, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 7 |
Integrated Wealth Concepts LLC | 7 | 7 | 0.03% | 0.11% | 0.15% | Q3 2019 | Q1 2021 | 7 |
B. Riley Wealth Advisors, Inc. | 7 | 7 | 0.04% | 0.06% | 0.07% | Q2 2019 | Q4 2020 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Vigilare Wealth Management | 7 | 7 | 0.89% | 2.02% | 3.04% | Q4 2019 | Q2 2021 | 7 |
Echo Wealth Management, LLC | 7 | 7 | 0.40% | 6.10% | 10.91% | Q4 2020 | Q2 2022 | 7 |
FLAGSHIP HARBOR ADVISORS, LLC | 5 | 2 | 0.00% | 0.14% | 0.20% | Q2 2020 | Q4 2022 | 7 |
WEALTHSOURCE PARTNERS, LLC | 7 | 7 | 0.06% | 0.45% | 1.05% | Q1 2021 | Q3 2022 | 7 |
Steward Partners Investment Advisory, LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q2 2023 | 7 |
Cardan Capital Partners, LLC | 5 | 2 | 0.40% | 1.27% | 3.37% | Q4 2018 | Q3 2021 | 7 |
Destiny Wealth Partners, LLC | 5 | 2 | 0.00% | 0.17% | 1.13% | Q4 2020 | Q3 2022 | 7 |
Concord Wealth Partners | 4 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Merit Financial Group, LLC | 4 | 1 | 0.01% | 0.11% | 0.39% | Q3 2019 | Q3 2023 | 7 |
Pinnacle Financial Group, LLC / IL | 6 | 6 | 0.28% | 0.38% | 0.54% | Q2 2022 | Q3 2023 | 6 |
Stonebridge Capital Advisors LLC | 3 | 1 | 0.00% | 0.01% | 0.05% | Q1 2021 | Q2 2023 | 6 |
Lion Street Advisors, LLC | 4 | 1 | 0.09% | 0.12% | 0.13% | Q3 2021 | Q2 2023 | 6 |
Aptus Capital Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Tranquilli Financial Advisor LLC | 6 | 6 | 0.44% | 0.54% | 0.63% | Q4 2020 | Q1 2022 | 6 |
Ford Financial Group, LLC | 5 | 1 | 0.00% | 0.29% | 0.55% | Q2 2021 | Q4 2022 | 6 |
Orion Portfolio Solutions, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q2 2021 | 6 |
MEEDER ASSET MANAGEMENT INC | 6 | 6 | 0.01% | 0.01% | 0.03% | Q3 2020 | Q4 2021 | 6 |
HORIZON FINANCIAL SERVICES, LLC | 6 | 6 | 0.01% | 6.07% | 11.05% | Q3 2020 | Q4 2021 | 6 |
20/20 Capital Management, Inc. | 6 | 6 | 0.13% | 0.60% | 1.00% | Q4 2019 | Q1 2021 | 6 |
Apollon Wealth Management, LLC | 5 | 1 | 0.08% | 1.91% | 4.98% | Q4 2018 | Q2 2020 | 6 |
Financial Architects, Inc | 6 | 6 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q1 2018 | 6 |
Colonial River Wealth Management, LLC | 3 | 3 | 0.24% | 0.78% | 1.12% | Q4 2020 | Q2 2022 | 6 |
FLOW TRADERS U.S. LLC | 6 | 6 | 0.00% | 0.04% | 0.12% | Q2 2020 | Q3 2021 | 6 |
GPS Wealth Strategies Group, LLC | 6 | 6 | 0.13% | 0.30% | 0.60% | Q2 2022 | Q3 2023 | 6 |
Westbourne Investment Advisors, Inc. | 6 | 6 | 0.28% | 0.38% | 0.44% | Q4 2018 | Q1 2020 | 6 |
First Allied Advisory Services, Inc. | 5 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2020 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 6 |
CBIZ Investment Advisory Services, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2020 | 5 |
MONETA GROUP INVESTMENT ADVISORS LLC | 5 | 5 | 0.02% | 0.38% | 0.68% | Q2 2018 | Q2 2019 | 5 |
AMERIPRISE FINANCIAL INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 5 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Red Tortoise LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2022 | 5 |
David Kennon Inc | 5 | 5 | 0.65% | 1.31% | 2.26% | Q3 2022 | Q3 2023 | 5 |
SEI INVESTMENTS CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 5 |
Mokosak Advisory Group, LLC | 5 | 5 | 2.34% | 2.56% | 2.67% | Q4 2018 | Q4 2019 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q4 2022 | 5 |
Private Ocean, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 5 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 5 |
B.O.S.S. Retirement Advisors, LLC | 4 | 4 | 0.04% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q2 2022 | 4 |
Professional Financial Advisors, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2022 | 4 |
KMG FIDUCIARY PARTNERS, LLC | 3 | 1 | 0.07% | 0.49% | 0.73% | Q4 2019 | Q4 2020 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
FIFTH THIRD BANCORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 4 |
NewEdge Advisors, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q2 2021 | 4 |
Cornerstone Wealth Management, LLC | 4 | 4 | 0.12% | 0.15% | 0.16% | Q1 2021 | Q4 2021 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.03% | 0.08% | 0.14% | Q4 2022 | Q3 2023 | 4 |
PSI Advisors, LLC | 4 | 4 | 0.00% | 0.04% | 0.13% | Q3 2021 | Q2 2022 | 4 |
Transamerica Financial Advisors, Inc. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2022 | 4 |
KLR INVESTMENT ADVISORS, LLC | 4 | 4 | 3.80% | 4.20% | 4.48% | Q4 2022 | Q3 2023 | 4 |
Financial Gravity Asset Management, Inc. | 2 | 1 | 0.00% | 0.02% | 0.07% | Q4 2020 | Q3 2023 | 4 |
Intelligence Driven Advisers, LLC | 4 | 4 | 0.27% | 2.50% | 4.10% | Q4 2018 | Q3 2019 | 4 |
Gradient Investments LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 4 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
JPMORGAN CHASE & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 4 |
Advisors Preferred, LLC | 3 | 1 | 0.02% | 0.04% | 0.05% | Q3 2019 | Q3 2020 | 4 |
Barber Financial Group, Inc. | 4 | 4 | 1.12% | 1.47% | 1.89% | Q4 2017 | Q3 2018 | 4 |
EWG Elevate Inc. | 2 | 1 | 0.03% | 0.10% | 0.16% | Q4 2019 | Q4 2022 | 4 |
Goodman Advisory Group, LLC | 4 | 4 | 0.01% | 0.31% | 0.63% | Q4 2021 | Q3 2022 | 4 |
Foundations Investment Advisors, LLC | 2 | 2 | 0.01% | 0.68% | 2.60% | Q2 2018 | Q3 2023 | 4 |
Tortoise Investment Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
GREAT LAKES ADVISORS, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q2 2018 | 4 |
JD Financial Services Inc. | 4 | 4 | 4.84% | 9.84% | 12.13% | Q1 2021 | Q4 2021 | 4 |
Epstein & White Financial LLC | 4 | 4 | 0.16% | 2.83% | 5.71% | Q4 2017 | Q3 2018 | 4 |
Capstone Financial Advisors, Inc. | 3 | 1 | 0.02% | 0.49% | 1.11% | Q4 2018 | Q2 2022 | 4 |
Sharper & Granite LLC | 4 | 4 | 1.09% | 1.14% | 1.20% | Q4 2022 | Q3 2023 | 4 |
Raleigh Capital Management Inc. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
STIFEL FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 4 |
DIVIDEND ASSETS CAPITAL, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 1.61% | 2.17% | 2.70% | Q4 2021 | Q3 2022 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
ICA Group Wealth Management, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
DEUTSCHE BANK AG\ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Claro Advisors LLC | 4 | 4 | 0.11% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Price Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2020 | 3 |
Baker Avenue Asset Management, LP | 2 | 1 | 0.04% | 0.21% | 0.36% | Q4 2019 | Q2 2021 | 3 |
Strategic Blueprint, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q2 2022 | 3 |
FDx Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 3 |
Ameritas Advisory Services, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q1 2023 | 3 |
S.C. Financial Services, Inc. | 3 | 3 | 0.34% | 0.36% | 0.37% | Q2 2022 | Q4 2022 | 3 |
RMR Wealth Builders | 2 | 1 | 0.06% | 0.06% | 0.07% | Q1 2021 | Q4 2021 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.24% | 0.25% | 0.26% | Q1 2022 | Q4 2022 | 3 |
Mariner, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q2 2023 | 3 |
Trinity Wealth Management, LLC | 3 | 3 | 0.46% | 0.46% | 0.47% | Q1 2023 | Q3 2023 | 3 |
SIGNET FINANCIAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2021 | 3 |
USCA RIA LLC | 3 | 3 | 0.36% | 0.37% | 0.38% | Q3 2020 | Q1 2021 | 3 |
EPG Wealth Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2021 | 3 |
BARCLAYS PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Avior Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q1 2023 | 3 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 2 | 1 | 0.02% | 0.04% | 0.08% | Q4 2021 | Q3 2022 | 3 |
JNBA Financial Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Advisor Resource Council | 1 | 1 | 0.03% | 0.05% | 0.07% | Q2 2021 | Q2 2022 | 3 |
AlphaStar Capital Management, LLC | 3 | 3 | 0.12% | 0.14% | 0.14% | Q2 2019 | Q4 2019 | 3 |
Virtu Financial LLC | 2 | 1 | 0.04% | 0.07% | 0.09% | Q3 2017 | Q2 2018 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q1 2022 | 3 |
Wayfinding Financial, LLC | 2 | 1 | 0.20% | 0.21% | 0.23% | Q4 2021 | Q4 2022 | 3 |
Empirical Finance, LLC | 3 | 3 | 0.10% | 0.32% | 0.53% | Q2 2019 | Q4 2019 | 3 |
NorthCrest Asset Manangement, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Sound Income Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BANK OF NOVA SCOTIA | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q2 2019 | 2 |
Advisory Services Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 2 |
Cornerstone Retirement Group, Inc. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q2 2023 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 2 | 2 | 0.84% | 0.99% | 1.15% | Q4 2021 | Q1 2022 | 2 |
BerganKDV Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
CALTON & ASSOCIATES, INC. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q1 2021 | 2 |
Burt Wealth Advisors | 2 | 2 | 0.08% | 0.53% | 0.98% | Q4 2021 | Q1 2022 | 2 |
Rosenberg Matthew Hamilton | 2 | 2 | 0.10% | 0.15% | 0.21% | Q3 2021 | Q4 2021 | 2 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Congress Wealth Management LLC / DE / | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
INVENIO WEALTH PARTNERS LLC | 2 | 2 | 0.58% | 1.57% | 2.55% | Q2 2023 | Q3 2023 | 2 |
D.A. DAVIDSON & CO. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Arete Wealth Advisors, LLC | 2 | 2 | 0.20% | 0.24% | 0.28% | Q2 2018 | Q3 2018 | 2 |
Kingdom Financial Group LLC. | 2 | 2 | 0.52% | 0.53% | 0.54% | Q2 2023 | Q3 2023 | 2 |
CABANA LLC | 2 | 2 | 0.03% | 0.05% | 0.08% | Q3 2019 | Q4 2019 | 2 |
Continuum Advisory, LLC | 2 | 2 | 0.20% | 0.49% | 0.77% | Q4 2018 | Q1 2019 | 2 |
Virtu KCG Holdings LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q1 2017 | 2 |
Quantitative Advantage, LLC | 2 | 2 | 0.55% | 0.56% | 0.56% | Q4 2022 | Q1 2023 | 2 |
Procyon Advisors, LLC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q2 2021 | Q3 2021 | 2 |
Advisory Alpha, LLC | 2 | 2 | 0.04% | 0.13% | 0.22% | Q2 2021 | Q3 2021 | 2 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 2 |
Key FInancial Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Ancora Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 2 |
Wealthcare Advisory Partners LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
Perigon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2020 | 2 |
Oxinas Partners Wealth Management LLC | 2 | 2 | 1.21% | 1.34% | 1.47% | Q2 2023 | Q3 2023 | 2 |
NEIRG Wealth Management, LLC | 2 | 2 | 1.55% | 1.62% | 1.69% | Q4 2021 | Q1 2022 | 2 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
PNC FINANCIAL SERVICES GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2020 | 2 |
BIVIN & ASSOCIATES, INC. | 2 | 2 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q1 2022 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2019 | Q1 2020 | 2 |
JT Stratford LLC | 2 | 2 | 0.07% | 0.11% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Faithward Advisors, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q4 2019 | 2 |
Gateway Wealth Partners, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Symphony Financial, Ltd. Co. | 2 | 2 | 1.30% | 1.64% | 1.98% | Q2 2023 | Q3 2023 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Worth Asset Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Good Life Advisors, LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q1 2022 | 2 |
OXFORD FINANCIAL GROUP, LTD. LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q3 2022 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 2 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Clarus Wealth Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Blume Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Obsidian Personal Planning Solutions LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
AMERICAN INTERNATIONAL GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2020 | Q1 2020 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
Verdence Capital Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Partnervest Advisory Services LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2018 | Q4 2018 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Summit Wealth Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Blueprint Investment Partners LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2020 | Q2 2020 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Luken Investment Analytics, LLC | 1 | 1 | 1.96% | 1.96% | 1.96% | Q4 2020 | Q4 2020 | 1 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2022 | Q2 2022 | 1 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
SVB WEALTH LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2020 | Q3 2020 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Systelligence, LLC | 1 | 1 | 5.69% | 5.69% | 5.69% | Q4 2019 | Q4 2019 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
WIN ADVISORS, INC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2023 | Q2 2023 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 1.51% | 1.51% | 1.51% | Q4 2019 | Q4 2019 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Hefty Wealth Partners | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2018 | Q1 2018 | 1 |
Addison Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BB&T SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2018 | Q4 2018 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Covington Capital Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
ARMSTRONG ADVISORY GROUP, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NWAM LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q1 2021 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
MSI Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FAS Wealth Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Valmark Advisers, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2020 | Q1 2020 | 1 |
F3Logic, LLC | 1 | 1 | 1.49% | 1.49% | 1.49% | Q3 2020 | Q3 2020 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
External links
This page lists all the filers that currently own WISDOMTREE TR or have owned WISDOMTREE TR in the past.